SIA
Soltis Investment Advisors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
30,775
+13,404
| +77% | +$696K | 0.13% | 142 |
|
|
2025
Q1 | $866K | Buy |
17,371
+1,823
| +12% | +$90.9K | 0.08% | 177 |
|
|
2024
Q4 | $843K | Sell |
15,548
-40
| -0.3% | -$2.17K | 0.08% | 179 |
|
|
2024
Q3 | $736K | Sell |
15,588
-17,967
| -54% | -$848K | 0.07% | 179 |
|
|
2024
Q2 | $1.46M | Buy |
33,555
+15
| +0% | +$651 | 0.15% | 134 |
|
|
2024
Q1 | $1.46M | Sell |
33,540
-7,642
| -19% | -$332K | 0.16% | 134 |
|
|
2023
Q4 | $1.81M | Sell |
41,182
-1,431
| -3% | -$62.8K | 0.2% | 119 |
|
|
2023
Q3 | $1.49M | Buy |
42,613
+1,000
| +2% | +$34.9K | 0.19% | 118 |
|
|
2023
Q2 | $1.12M | Buy |
41,613
+4,993
| +14% | +$134K | 0.13% | 128 |
|
|
2023
Q1 | $1.1M | Buy |
36,620
+32,306
| +749% | +$967K | 0.14% | 129 |
|
|
2022
Q4 | $212K | Buy |
4,314
+10
| +0.2% | +$492 | 0.03% | 231 |
|
|
2022
Q3 | $219K | Buy |
4,304
+9
| +0.2% | +$458 | 0.03% | 213 |
|
|
2022
Q2 | $219K | Buy |
4,295
+9
| +0.2% | +$459 | 0.03% | 218 |
|
|
2022
Q1 | $281K | Buy |
4,286
+6
| +0.1% | +$393 | 0.04% | 210 |
|
|
2021
Q4 | $270K | Sell |
4,280
-497
| -10% | -$31.4K | 0.04% | 222 |
|
|
2021
Q3 | $296K | Buy |
4,777
+65
| +1% | +$4.03K | 0.05% | 194 |
|
|
2021
Q2 | $249K | Buy |
4,712
+9
| +0.2% | +$476 | 0.04% | 218 |
|
|
2021
Q1 | $258K | Buy |
4,703
+11
| +0.2% | +$603 | 0.05% | 190 |
|
|
2020
Q4 | $204K | Sell |
4,692
-6,137
| -57% | -$267K | 0.04% | 212 |
|
|
2020
Q3 | $316K | Buy |
10,829
+1,978
| +22% | +$57.7K | 0.07% | 159 |
|
|
2020
Q2 | $301K | Sell |
8,851
-975
| -10% | -$33.2K | 0.08% | 153 |
|
|
2020
Q1 | $263K | Buy |
9,826
+4,542
| +86% | +$122K | 0.08% | 136 |
|
|
2019
Q4 | $274K | Buy |
+5,284
| New | +$274K | 0.05% | 127 |
|